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Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	AssetMark Inc Concord, California	$8.91M	+$1.06M	1	0.04%	Increased
352	Evergreen Capital Management Bellevue, Washington	$8.9M	-$63.9K	1	0.4%	Reduced
353	CIG Consolidated Investment Group Englewood, Colorado	$8.85M	$0	1	1.73%	Maintained
354	Mercer Global Advisors Denver, Colorado	$8.79M	+$616K	1	0.04%	Increased
355	MFS Mirabella Financial Services London, United Kingdom	$8.77M	+$7.44M	1	1.33%	New
356	VanEck Associates New York	$8.63M	+$794K	1	0.02%	Increased
357	LBP AM Paris, France	$8.47M	-$74.7K	1	0.22%	Reduced
358	FC FORA Capital Miami, Florida	$8.4M	+$7.13M	1	0.84%	New
359	Chartwell Investment Partners Berywn, Pennsylvania	$8.4M	+$5.25K	1	0.32%	Increased
360	SNB Security National Bank Omaha, Nebraska	$8.39M	-$72.2K	1	2.24%	Reduced
361	Oppenheimer & Co New York	$8.32M	+$426K	1	0.18%	Increased
362	Brookfield Corp Toronto, Ontario, Canada	$8.28M	+$4.35M	1	0.03%	Increased
363	AP Appleton Partners Boston, Massachusetts	$8.28M	-$389K	1	0.74%	Reduced
364	IAN Integrated Advisors Network Dallas, Texas	$8.17M	+$448K	1	0.49%	Increased
365	Xponance Philadelphia, Pennsylvania	$8.14M	+$138K	1	0.12%	Increased
366	SIC SFE Investment Counsel Los Angeles, California	$8.1M	-$665K	1	2.5%	Reduced
367	Edmond de Rothschild Holding Chambesy, Switzerland	$8.08M	+$133K	1	0.18%	Increased
368	Creative Planning Overland Park, Kansas	$8.01M	+$329K	1	0.01%	Increased
369	Marsico Capital Management Denver, Colorado	$7.98M	$0	1	0.37%	Maintained
370	CCP Clough Capital Partners Boston, Massachusetts	$7.97M	-$8.55M	1	0.86%	Reduced
371	Gulf International Bank (UK) London, United Kingdom	$7.95M	-$2.1M	1	0.17%	Reduced
372	MC Montag & Caldwell Atlanta, Georgia	$7.86M	+$6.67M	1	1.06%	New
373	WTFG Wells Trecaso Financial Group Akron, Ohio	$7.82M	+$83K	1	3.62%	Increased
374	KC Kadensa Capital Central, Hong Kong	$7.75M	+$6.58M	1	1.55%	New
375	PSC Portman Square Capital London, United Kingdom	$7.71M	+$1.46M	1	0.35%	Increased